Head of Financial Planning
Independent Financial Adviser (IFA)
DipFA FSRE CertLTCP CeMAP CeRER
First and foremost, helping people from all walks of life to become financially confident and secure is my main objective.
Financial Advice shouldn’t be confusing or jargon filled. You want clarity on your financial future and you need a trusted adviser to take the headache out of starting the process, to make the complicated understandable and to keep you on track every step of your journey.
This is where I come in, it is important to me that you get more value out of our working relationship over time than you put in and this is constantly monitored throughout the course of your journey. I am here to support you in reaching your goals and aspirations and to become financially confident.
I provide holistic advice on Pensions, Retirement, Savings, Personal & Business Protection, Estate Planning, Tax-Efficient Investments and Equity Release.
Outside of Work
I am blessed to be situated in the most beautiful part of the UK, Cornwall. When I am not being a financial planner I take advantage of our wonderful coastline and beaches with my two fur babies Gracie & Betsy-Lou.
I love to travel and have been to some wonderful places and done some amazing USA road trips along the west coast and New England. I love Gardening, DIY, Photography and Aviation.
Most recently I have taken up learning to pilot a Boeing 747, sadly in a simulator but getting my private pilots licence to fly a Cessna 172 Skyhawk is on my bucket list!